Personal, professional, dependable
(and more besides).

Our History

After 25 years in the industry and 17 years managing a leading financial planning firm, Marlene Outrim founded UNIQ Family Wealth in 2013. Then, our aim was to offer the highest quality, most accessible financial planning service in the UK. Achieving this, we’ve grown quickly and today host a diverse team of tax, mortgage, investment and pension specialists in our offices in Cardiff, London, Bristol and Thornbury.

Book an appointment

We offer all prospective clients an initial discovery meeting with one of our Financial Planners, at our own expense, to understand whether there is a fit between your needs and the services we provide.

Book your initial discovery meeting to start gaining clarity and focus over your finances today.

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